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Team Veye   February 04, 2026

Yancoal Australia Delivers a Record Production Year

Team Veye   February 04, 2026
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Yancoal’s December quarter reflects a combination of record production, disciplined costs and strong financial management. These results provide a positive outlook for growth and operational stability in 2026.

Yancoal Australia Limited (ASX: YAL)

Yancoal Australia Limited (ASX: YAL) achieved strong results in the December 2025 quarter and setting new production records. 

ROM coal production reached 18.9 million tonnes whereas saleable coal production totaled 13.6 million tonnes. Attributable saleable coal production was 10.4 million tonnes and attributable coal sales slightly exceeded this at 10.8 million tonnes. 

The company achieved an average realized coal price of A$148 per tonne and is supported by higher thermal and metallurgical coal prices compared to the previous quarter. 

The Total Recordable Injury Frequency Rate remained stable at 6.14 below industry benchmarks. All mines improved ROM production over the previous quarter while saleable production was largely higher except for a minor drop at one site. 

YAL maintained strong cost discipline, expecting full year cash operating costs to be around the mid-point of the guidance range and capital expenditure toward the lower end. These operational efficiencies combined with strategic stockpile management, allowed coal sales to exceed quarterly production and strengthened the company’s financial position.

At the end of December 2025, cash reserves stood at A$2.13B, an increase of A$307M from September. This growth was driven by higher coal prices, strong sales. The strong cash position places the company to explore dividend opportunities and consider investments for growth.

Feasibility studies for the MTW underground mine are planned for early 2026 which could extend future production. Approvals for mine life extensions at HVO and Moolarben are progressing, possibly adding production capacity. 

(Source: Company Reports)

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